SMSF Investment Strategy Template: A Practical Guide for 2025
A well-crafted SMSF investment strategy goes beyond ticking compliance boxes—it serves as a roadmap aligning your fund’s investments with your long-term goals, risk tolerance, and liquidity needs. This guide outlines the essential components of a compliant SMSF strategy, explores practical examples, and offers expert insights to help trustees create a strategy that’s both effective and ATO-compliant.